Find Top Financial Advisors in Lebanon, Pennsylvania

We are based in Lancaster, Pennsylvania, serving clients across the region. Our clients retire here, raise families here, and stay involved in these communities for decades. That local connection isn't just convenient. It shapes how we understand your life and priorities.

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

After serving in the Marine Corps, Robert moved back to central Pennsylvania to pursue his MBA and manage a department at The York Water Company, America's oldest investor-owned utility. His desire to serve clients in wealth management and financial planning led him to reconnect with Jefferson, meet Mollie and Scott, and join the Horning, Sarchione & Innerst Private Wealth Management Group in 2020. Robert graduated from the United States Naval Academy in 2008 with a degree in Applied Mathematics and earned a Master of Business Administration from York College of Pennsylvania in 2019. He is a CERTIFIED FINANCIAL PLANNER^®. Robert, his wife Kara, and their four children live in Dillsburg, Pennsylvania. He serves on the Board of Directors for the Christian School Association of Greater Harrisburg and Northern Youth Football and Cheer.

At Horning, Sarchione & Innerst Private Wealth Management Group we strive to make our client's individual and unique financial goals into reality. We specialize in the management of individual investment accounts, as financial fiduciaries. Horning, Sarchione & Innerst Private Wealth Management Group research economic trends, geo-political issues, and trending growth-oriented securities to create and run high class investment portfolios for everyday investors. We specialize in estate planning and tax efficiency planning. We recognize that each client's wants and needs are unique, which is why we start our relationship with a free one on one consultation.

During this consultation we will review your financial assets, including assets such as Individual Retirement Accounts (IRA's, Roth IRA's, SEP IRA's), employer sponsored retirement plans, 401(k)'s, Non-Qualified accounts, etc. As well as any financial liabilities you may have, to collect an individual net worth profile for you. Next, we will discuss your financial goals and dreams, such as retirement planning, debt consolidation and pay-off, college and education planning etc. Lastly, and most importantly we will create an individual financial plan to help you achieve your financial goals.

Once you are an established client, we will conduct quarterly, semi-annual or annual meetings based on your meeting preferences. During these meetings, we will review your investment account(s) performance, discuss investment adjustments based on market performance and continue to keep you on your financial plan track.

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

*Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.

As a CFP^®, I am held to the highest professional and ethical standards. With over 12 years experience, I help remove the guesswork and help you understand the implications of all financial decisions.

I take time to educate my clients, never losing sight of each individual's risk tolerance, time-frame, and experience. My comprehensive approach to helps you realize your financial goals.

I'm Most Proud Of: Hearing from clients about how financial planning helped improve their life, overcome challenges, and develop confidence for the future. There's nothing better!

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

Wealth is a good thing. Lifelong wealth is even better.

At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with a flat membership fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER^™ professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.